Manage Your Practice
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Six Ways to Create a Smarter Workforce in 2014
From Kenexa
Added on December 2013 in Manage Your Practice
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Summary: By now I’m sure you’re busy putting together plans for 2014. Now more than ever, it’s important that your organization gets the most out of its top resource – its people.So before you finalize those plans, Blogger, Tim Geisert wants to share six tips you can use to create a smarter workforce in 2014. Follow this advice, and watch how it energizes your workforce.
Tips For Dealing With Entitlement Issues With Your Gen Y Financial Planning Team
From A Nerd's Eye View
Added on December 2013 in Manage Your Practice
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Summary: Hiring young "Generation Y" financial planners has its challenges, as today's generation of new financial planners have some fundamentally different views regarding work/life balance and work expectations that will shape how they navigate their careers. Gen Y planner and NAPFA Genesis founder Dave Grant shares some of his experiences with the difficulties of dealing with Gen Y entitlement issues, reflecting on some of his recent challenges with his own entitlement demons that crop up from time to time.
Time to Hire a Professional Manager?
From Financial Planning
Added on December 2013 in Manage Your Practice
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Summary: An increasing number of growing advisory firms reaching from outside the business to bring in professional managers -- as they should be doing, say industry experts. So what should firms seeking to bring in outside professional managers be looking for, asking and offering?
For FAs, Teaching Can Be a Great Second Job
From Financial Advisor IQ
Added on December 2013 in Manage Your Practice
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Summary: Among other benefits, teaching offers pick-of-the-litter opportunities for hiring next-generation help, bolsters credibility with clients, and lets advisors practice explaining difficult financial concepts clearly. It also forces them to stay au courant with trends and innovations in the advice business.
Colleges Struggling to Mint New Advisors
From Financial Planning
Added on November 2013 in Manage Your Practice
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Summary: Professors at the leading financial planning programs say many of their graduates have little trouble finding work in an industry that is hungry for talent. The majority of William Paterson's spring 2013 financial planning graduates have already landed jobs, many with RIA firms. Texas Tech University, which houses the nation's biggest financial planning program, boasts a 95% placement rate.
